Genuine independence – the firm is owned by its directors and employees, without influence from the demands of external shareholders. Independence has allowed us to preserve a consistency of investment approach, culture and quality, which we believe are crucial foundations for any business involved in managing long-term client relationships.

Professional reputation – we regard the management of private clients’ investments as a profession, not a business, and this covers our entire relationship with our clients.

Concentration on private clients – our practice stands on its own and is not a small appendage to a large profit-driven institution.

Personal attention – we pay close attention to the personal interests and objectives of each client. The relationship a client has with the firm is with the investment team, any one of whom will be competent to deal with day to day enquiries. One would normally be designated as a first point of contact.

Accountability – we rely on our own competence to invest directly around the world and do not invest in third-party funds. The total cost of investment is thereby reduced, and we maintain full control of where and how clients’ portfolios are invested.

Fee charging only – our investment management fee represents the only income we earn from the management of our clients’ investments.

Performance – we rely on professional reputation, rather than short term results, to attract new clients. We thereby avoid pressure to take unnecessary risks with clients’ funds for promotional reasons.